WS #13540
Software stocks (Figma, Klaviyo, Datadog) plunge despite beats; Celsius double miss; Chime surges; Aeva jumps; Semtech up; Beyond Meat, Shift4, UWMC, GRAIL down. Nvidia considering less HBM memory for Rubin Ultra GPU due to shortage, potentially impacting performance and supply chain. Alphabet's $25B bond sale drew $115B demand, signaling strong investor appetite for AI-related debt. SpaceX and Tesla confirm $16.8B initial investment in Terafab chip plant in Texas, boosting domestic chip manufacturing.
Earnings movers and software selloff
Software stocks (Figma, Klaviyo, Datadog) plunge despite beats; Celsius double miss; Chime surges; Aeva jumps; Semtech up; Beyond Meat, Shift4, UWMC, GRAIL down.
Nvidia considering less HBM memory for Rubin Ultra GPU due to shortage, potentially impacting performance and supply chain.
Alphabet's $25B bond sale drew $115B demand, signaling strong investor appetite for AI-related debt.
SpaceX and Tesla confirm $16.8B initial investment in Terafab chip plant in Texas, boosting domestic chip manufacturing.